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J
7 meses antes

As a customer, the overall experience with the com...

As a customer, the overall experience with the company was satisfactory. The website provided a decent amount of information about their services and investment options, making it easy to navigate through the different offerings. However, I found the customer service to be a bit slow in responding to inquiries, which was a bit disappointing. Their financial planning tools were helpful, but I was expecting more interactive features to better visualize the potential outcomes of different investment strategies. Despite these shortcomings, the company's commitment to financial education and resources made the experience worthwhile. Overall, the company is worth considering for those seeking professional wealth management services. 📈🔍

J
8 meses antes

👍 Assante Wealth Management is an excellent compan...

👍 Assante Wealth Management is an excellent company! I've been impressed with their expertise in managing my investments. The team is proactive and always keeps me updated on market trends. I feel confident in their ability to help me achieve my financial goals. Their personalized approach sets them apart from other firms.

R
11 meses antes

I recently used a wealth management service and wa...

I recently used a wealth management service and was satisfied with the experience. The team provided me with valuable guidance for my financial goals and helped me navigate the investment landscape. I appreciate their expertise and responsiveness. I would recommend their services to others.

J
1 ano atrás

I recently used a wealth management service and wa...

I recently used a wealth management service and was very satisfied with the results. The team at Assante Wealth Management provided me with a personalized investment plan that aligned with my goals. They were professional, responsive, and knowledgeable. I would definitely recommend their services to others.

D
1 ano atrás

I've had a great experience with a wealth manageme...

I've had a great experience with a wealth management company recently. Their team was very professional and provided me with valuable guidance for my financial goals. They tailored their services to fit my needs and were always responsive to my queries. I highly recommend them to anyone in need of financial advice.

G
1 ano atrás

I recently used a wealth management service and wa...

I recently used a wealth management service and was quite satisfied with the assistance I received. The team provided me with a comprehensive evaluation of my financial situation and offered suitable investment options. I appreciate their expertise and guidance. I would definitely recommend their services.

S
1 ano atrás

I had a great experience with Assante Wealth Manag...

I had a great experience with Assante Wealth Management. Their team was knowledgeable and helped me with all my financial needs. I was impressed with their attention to detail and the personalized service they provided. I would highly recommend them to anyone looking for financial advice.

N
1 ano atrás

I recently used a wealth management firm and was v...

I recently used a wealth management firm and was very satisfied with their services. The team was professional and provided me with valuable advice. They helped me develop a customized investment plan that aligned with my goals. I would definitely recommend them to anyone in need of financial planning.

D
1 ano atrás

I had a great experience with a wealth management ...

I had a great experience with a wealth management firm recently. The team at Assante Wealth Management provided me with comprehensive financial advice and helped me create a solid investment plan. I appreciate their expertise and professionalism. I would highly recommend them to anyone in need of wealth management services.

A
1 ano atrás

👌 Assante Wealth Management is an excellent compan...

👌 Assante Wealth Management is an excellent company! They have helped me achieve my financial goals with their expert advice. The team is highly professional and always available to answer my queries. Their personalized approach sets them apart from other firms. I highly recommend them to anyone seeking wealth management services.

L
1 ano atrás

👍 Assante Wealth Management is an excellent compan...

👍 Assante Wealth Management is an excellent company! Their team helped me create a customized investment strategy and provided ongoing support. I am impressed with their knowledge and customer service. I feel confident in their ability to help me achieve my financial goals. I highly recommend their services.

S
1 ano atrás

I had a great experience with a wealth management ...

I had a great experience with a wealth management firm recently. Their team was knowledgeable and provided me with valuable guidance for my financial goals. I appreciate their expertise and responsiveness. I would highly recommend them to anyone looking for financial planning assistance.

Sobre Assante wealth management

Assante Wealth Management: simplificando o planejamento financeiro para um futuro melhor

A CI Assante Wealth Management é uma empresa líder em consultoria financeira que fornece serviços abrangentes de gestão de patrimônio para clientes em todo o Canadá há mais de 20 anos. A missão da empresa é simplificar o processo de planejamento financeiro, fornecendo aos clientes uma estratégia personalizada que se alinhe com seus objetivos de vida exclusivos.

Na Assante, a equipe de consultores experientes entende que cada cliente tem necessidades e aspirações diferentes. Portanto, eles dedicam tempo para conhecer cada cliente pessoalmente e desenvolver um plano sob medida que atenda à sua situação financeira específica. Quer se trate de planejamento de aposentadoria, otimização de impostos, planejamento patrimonial ou gestão de investimentos, os consultores da Assante têm a experiência e os recursos para ajudar os clientes a atingir seus objetivos.

Um dos principais pontos fortes da Assante é sua abordagem holística à gestão de patrimônio. Em vez de se concentrar apenas em investimentos ou produtos de seguros, a empresa leva em consideração todos os aspectos da situação financeira do cliente ao desenvolver um plano. Isso inclui a análise do fluxo de caixa, níveis de endividamento, tolerância ao risco e outros fatores que podem afetar o sucesso financeiro de longo prazo.

Assante também dá grande ênfase à educação e à comunicação. A empresa acredita em capacitar os clientes com conhecimento para que possam tomar decisões informadas sobre suas finanças. Os consultores organizam regularmente seminários e workshops sobre vários tópicos relacionados a finanças pessoais, como estratégias de planejamento de aposentadoria ou investimentos com eficiência fiscal.

Além de seus principais serviços de gestão de patrimônio, a Assante oferece soluções especializadas para proprietários de empresas e pessoas físicas com alto patrimônio líquido. Por exemplo, a empresa oferece consultoria em planejamento sucessório para empreendedores que desejam fazer a transição de seus negócios, minimizando os impostos e maximizando o valor.

A Assante também possui uma extensa rede de parceiros estratégicos, incluindo advogados, contadores e outros profissionais que podem fornecer conhecimentos adicionais conforme necessário. Isso permite que os clientes acessem uma ampla gama de recursos sob o mesmo teto, o que economiza tempo e dinheiro em comparação com a busca de vários provedores de forma independente.

No geral, CI Assante Wealth Management é uma excelente escolha para quem procura aconselhamento financeiro personalizado de profissionais experientes. Com foco na simplificação do processo de planejamento financeiro e compromisso com educação e comunicação contínuas, a Assante está bem posicionada para ajudar os clientes a alcançar seus objetivos de vida e garantir seu futuro financeiro.

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Assante wealth management

Assante wealth management

3.8